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Dynatrace
DT

Overview Fund Activity

457 hedge funds and large institutions have $13.2B invested in Dynatrace in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 215 increasing their positions, 125 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-12
Holders Change %
-2.56%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
61
Increased
215
Reduced
125
Closed
71
Calls
$163M
Puts
$105M
Net Calls
+$58.6M
Net Calls Change
-$63M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$113M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.12B
3
PL
Perpetual Ltd
Australia
$72.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$69.7M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.03B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$352K
2
Holocene Advisors
Holocene Advisors
New York
$1.63M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
HCM
HMI Capital Management
California
$60.5M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
426
Geneos Wealth Management
Colorado
$9.35K – – –
HNB
427
Huntington National Bank
Ohio
$8.55K – – –
LFA
428
LGT Financial Advisors
Texas
$8.22K +$8.22K +176 New
GWS
429
Glassman Wealth Services
Virginia
$6.22K +$280 +6 +5%
HF
430
Halpern Financial
Virginia
$5.7K – – –
EARNEST Partners
431
EARNEST Partners
Georgia
$5.61K – – –
JWA
432
JFS Wealth Advisors
Pennsylvania
$5.42K +$47 +1 +0.9%
KFI
433
Key Financial Inc
Pennsylvania
$4.63K – – –
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$4.21K – – –
BIA
435
Bell Investment Advisors
California
$3.93K +$935 +20 +31%
PCTC
436
Perkins Coie Trust Company
Washington
$3.64K +$3.64K +78 New
SFG
437
Steward Financial Group
Texas
$3K +$3K +70 New
JFA
438
JNBA Financial Advisors
Minnesota
$2.48K – – –
PFBT
439
Parkside Financial Bank & Trust
Missouri
$2.38K +$280 +6 +13%
HI
440
Harbour Investments
Wisconsin
$2.1K +$654 +14 +45%
IFAM
441
Institutional & Family Asset Management
Colorado
$2.01K +$2.01K +43 New
CAL
442
Capital Advisors Ltd
Ohio
$2K – – –
NS
443
NBC Securities
Alabama
$2K +$2K +53 New
PWMG
444
Prestige Wealth Management Group
New Jersey
$1.73K – – –
AF
445
Advisornet Financial
Minnesota
$1.54K -$2.57K -55 -63%
SHIM
446
Stone House Investment Management
Pennsylvania
$1.54K – – –
GRP
447
Global Retirement Partners
California
$1.49K +$1.17K +25 +357%
LCM
448
Logan Capital Management
Pennsylvania
$1.26K – – –
FWM
449
Focused Wealth Management
New York
$1.22K – – –
SIC
450
SJS Investment Consulting
Ohio
$1.08K +$47 +1 +5%
16 17
18
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